Sanjana is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.
Prior to joining LPL, she worked as a staff accountant at Willard & Associates Accounting and Tax Services and had a couple of internship experiences including being an assistant at a wealth management firm called Hightower LakeWater. Sanjana enjoys working with advisors and their clients in her role on the Admin Solutions team.
Sanjana was born in India but moved to Abu Dhabi at the age of three. After completing high school, she was recruited to play Division 1 tennis at the University at Buffalo where she completed her BA in Economics and MS in Finance. In her free time she enjoys going out to eat, watching movies and TV shows, hiking and playing tennis and pickleball.
